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  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    I

    IE Business School

    Business Opportunities and Risks in a Globalized Economy

    Skills you'll gain: Economic Development, Economics, Demography, Market Opportunities, Financial Policy, International Finance, Business Economics, International Relations, Risk Analysis, Market Data, Analysis, Socioeconomics, Business Risk Management, Social Sciences, Growth Strategies, Public Policies, Fiscal Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    186 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidades Anáhuac

    Finanzas y Contabilidad para la Toma de Decisiones

    Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Reporting, Ledgers (Accounting), Financial Analysis, Cost Accounting, Financial Accounting, Bookkeeping, Cost Management, Financial Market, Accounting Records, Purchasing, Balancing (Ledger/Billing), Operating Cost, Cost Estimation, Inventory Accounting, Income Statement, Balance Sheet, Accounting, Business Reporting

    4.8
    Rating, 4.8 out of 5 stars
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    33 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free
    Free
    C

    Coursera

    Automating Team Communication with Google Sheets and Apps Script

    Skills you'll gain: Email Automation, Google Workspace, Google Sheets, Stakeholder Communications, Communication Planning, Scripting, Gmail, Stakeholder Management, Project Schedules, Project Management, Javascript

    4.5
    Rating, 4.5 out of 5 stars
    ·
    131 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    U.S. Taxation of International Transactions

    Skills you'll gain: Tax Laws, Corporate Tax, Tax, International Finance, Income Tax, Tax Planning, Tax Management, Tax Compliance, Export Control, Intercompany Accounting, Regulatory Compliance, Policy Analysis, Research, and Development

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    62 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Principles of Leadership: Leading Technical Organizations

    Skills you'll gain: Strategic Decision-Making, Accountability, Executive Presence, Decision Making, Conflict Management, Business Ethics, Trustworthiness, Succession Planning, Risk Management, Team Performance Management, Team Management, Organizational Structure, Stakeholder Management, Stakeholder Analysis, Diversity and Inclusion, Professional Networking, Business Relationship Management, Stakeholder Engagement, Relationship Building, Leadership

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    41 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    É

    École Nationale des Ponts et Chaussées

    Mobilités et véhicules électriques

    Skills you'll gain: Electrical Systems, Energy and Utilities, Transportation Operations, Electric Power Systems, Sustainable Development, Sustainable Technologies, Economic Development, Sustainable Engineering, Climate Change Mitigation, Market Dynamics, Economics, Market Analysis, Environmental Science, Public Policies, Financial Inclusion, Pollution Prevention, Cost Benefit Analysis

    4.7
    Rating, 4.7 out of 5 stars
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    110 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    C

    CentraleSupélec

    Two Speed IT: How Companies Can Surf the Digital Wave, a BCG Perspective

    Skills you'll gain: IT Management, Business Transformation, Workforce Management, Digital Transformation, IT Service Management, Technology Strategies, Human Resource Strategy, Managed Services, Operational Efficiency, Information Technology, Product Strategy, Profit and Loss (P&L) Management, Financial Management, Organizational Change

    4.3
    Rating, 4.3 out of 5 stars
    ·
    152 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Starweaver

    AI-Powered Business Operations

    Skills you'll gain: Business Process Modeling, Process Modeling, Data Storytelling, Responsible AI, Digital Transformation, Business Process Management, Business Process Improvement, Process Design, Business Process Automation, Data Visualization, Data Presentation, AI Enablement, Sustainable Development, Social Impact, Generative AI, Customer Insights, Customer Relationship Management (CRM) Software, Innovation, Product Knowledge, Environmental Social And Corporate Governance (ESG)

    4.1
    Rating, 4.1 out of 5 stars
    ·
    40 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    Fundamentals of Static Testing

    Skills you'll gain: Software Testing, Software Technical Review, Code Review, Software Quality Assurance, Verification And Validation, Quality Assurance, Human Factors

    4.2
    Rating, 4.2 out of 5 stars
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    65 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Microsoft Account Manager with Generative AI

    Skills you'll gain: Key Performance Indicators (KPIs), Proposal Development, Account Strategy, Solution Selling, Business Writing, Responsible AI, Regulatory Compliance, Budget Management, Productivity Software, Consultative Approaches, Consultative Selling, Performance Analysis, Customer Relationship Management (CRM) Software, Account Management, Performance Metric, Financial Management, Administrative Support, Sales Process, Content Management, Generative AI

    Advanced · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universitat de Barcelona

    Alimentación y dietética para una vuelta al mundo a vela

    Skills you'll gain: Meal Planning And Preparation, Nutrition and Diet, Nutritional Assessment, Nutrition Care Plans, Dietetics, Food and Beverage, Exercise Science, Athletic Training, Food Quality Assurance And Control, Physiology

    4.7
    Rating, 4.7 out of 5 stars
    ·
    191 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
    Preview
    N

    National Taiwan University

    服務模式的體驗、設計與創新:從痛點到賣點 (Experience, Design, and Innovation of Service Models: from Pain Points to Selling Points)

    Skills you'll gain: Revenue Management, Service Design, Customer experience improvement, Financial Services, Service Improvement, Service Management, Journey Mapping, Innovation, Experience Design, Product Strategy, Business Modeling, Customer Insights, Operations

    4.8
    Rating, 4.8 out of 5 stars
    ·
    151 reviews

    Beginner · Course · 1 - 3 Months

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In summary, here are 10 of our most popular financial planning courses

  • Business Opportunities and Risks in a Globalized Economy: IE Business School
  • Finanzas y Contabilidad para la Toma de Decisiones: Universidades Anáhuac
  • Automating Team Communication with Google Sheets and Apps Script: Coursera
  • U.S. Taxation of International Transactions: University of Illinois Urbana-Champaign
  • Principles of Leadership: Leading Technical Organizations: University of Colorado Boulder
  • Mobilités et véhicules électriques: École Nationale des Ponts et Chaussées
  • Two Speed IT: How Companies Can Surf the Digital Wave, a BCG Perspective: CentraleSupélec
  • AI-Powered Business Operations: Starweaver
  • Fundamentals of Static Testing: Board Infinity
  • Microsoft Account Manager with Generative AI: Microsoft

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